Microsoft Excel + Xero
Reconcile Bank Transactions from Xero in Excel
Ensure your bank transactions are accurately reconciled by transferring them from Xero to a Microsoft Excel sheet. This automation is useful for businesses aiming to maintain accurate financial records by capturing every reconciled transaction directly into their Excel spreadsheets.
Reconciled Transaction
Triggers when a bank transaction is reconciled in Xero.
Add to Excel
Transfers the transaction details to a Microsoft Excel sheet.
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How to use DryMerge
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Reconcile bank transactions from Xero in Excel"
Reconcile bank transactions from Xero in Excel
DryMerge figures out the details.
Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.
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+ Your workflow is ready to go!
Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.
Frequently Asked Questions
Our Capabilities
See what DryMerge can do with Microsoft Excel + Xero.
Update Sheet
Updates an existing Excel sheet
List Sheets
Lists all sheets in an Excel workbook
Read Sheet
Reads the contents of an Excel sheet
New Microsoft Excel Workbook
Triggers when a new Excel workbook is created
Added or Updated Microsoft Excel Row
Triggers when a new row is added or an existing row is updated in a Microsoft Excel worksheet
Create Xero Inventory Item
Creates a new inventory item in Xero
Create Xero Contact
Creates a new contact in Xero
Search Xero Inventory
Searches for inventory items in Xero
Low Quantity Xero Item
Triggers when inventory items fall below a specified threshold
App details
Microsoft Excel
Microsoft Excel is a spreadsheet program used for data analysis, visualization, and complex calculations. Read, write, and manipulate data for powerful data management and reporting.
Xero
Xero is a cloud-based accounting software platform for small and medium-sized businesses. Automate invoicing, bank reconciliation, bookkeeping, and more.
Related apps
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